The agent creates a new contract based on an existing template, populates it with specific data, and sends it to the designated signers for execution.
The agent first uses template_get to retrieve the content and field definitions of the required template. It then prepares the contract data and calls contract_create (implied by the ability to send contracts, though the specific tool name isn't fully visible, the context implies creation and sending capabilities for Read/Write keys). Finally, it triggers the sending process. The user must ensure the template exists and the signer details are correct before the agent acts.
- Category: Sales and marketing
- Effect: Changes data in your accounts
- MCP servers: APISign MCP (https://koskamo.com/explore/apisign-mcp)
- Source: MCP Server | APISign (https://apisign.io/docs/api/mcp?ref=mcp-registry)
- Source quote: "Read/Write All 12 tools ... template_get Get a specific template with its content and field definitions."
- Playbook page: https://koskamo.com/explore/use-cases/create-and-send-a-new-contract
Prompt: Create a new NDA contract using the 'NDA Template' and send it to john@example.com.